Asset view · 18 May 2026

European equities: what research is saying

AI summary of published research · 18 May 2026

Headline view making the rounds in European equity research today: the DAX could open the week sharply lower, with one bearish call flagging a potential break below 23,700.

The case, as laid out in recently published research, rests on a pile-up of pressures hitting at once — renewed inflation worries, firmer oil prices, higher bond yields, and rising geopolitical tension around Iran. Analysts holding this view note there's no significant macro data on the calendar at the start of the week to push back against that mood, so the negative tone from Friday's session is expected to roll straight into Monday's open.

The broader read from this corner of the research consensus: without a fresh catalyst to break the chain, risk sentiment in European equities stays on the defensive into the new week.